| Mn Services Vermogensbeheer B.V.COM77K shheld | 77K | $20.9M | held |
| HALL LAURIE J TRUSTEEEquities12.2K shtrimmed | 12.2K | $3.3M | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom11.1K shtrimmed | 11.1K | $3M | trimmed |
| Red Spruce Capital, LLCCOM9.4K shtrimmed | 9.4K | $2.5M | trimmed |
| Farther Finance Advisors, LLCStock8.5K shadded | 8.5K | $2.3M | added |
| Wedmont Private CapitalCOM7.7K shtrimmed | 7.7K | $2.2M | trimmed |
| GAMMA Investing LLCCommon Stock7.9K shtrimmed | 7.9K | $2.2M | trimmed |
| Avidian Wealth Enterprises, LLCCOM5.4K shtrimmed | 5.4K | $1.5M | trimmed |
| Bath Savings Trust CoCommon Stock5.2K shadded | 5.2K | $1.4M | added |
| Central Pacific Bank - Trust DivisionCOM4.1K shtrimmed | 4.1K | $1.1M | trimmed |
| YHB Investment Advisors, Inc.COM3.7K shtrimmed | 3.7K | $1M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM3.6K shadded | 3.6K | $973.7K | added |
| Everhart Financial Group, Inc.COM3.4K shtrimmed | 3.4K | $916.4K | trimmed |
| Cooper Financial GroupCOM3.3K shadded | 3.3K | $901.7K | added |
| Canandaigua National Trust Co of FloridaCom3.3K shadded | 3.3K | $888.6K | added |
| Valeo Financial Advisors, LLCStock3.1K shtrimmed | 3.1K | $848.9K | trimmed |
| Greenfield Savings BankCOM3K shadded | 3K | $802.2K | added |
| Venture Visionary Partners LLCCOM2.8K shadded | 2.8K | $772K | added |
| CoreCap Advisors, LLCStock2.1K shtrimmed | 2.1K | $577.5K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock2K shtrimmed | 2K | $555.3K | trimmed |
| Apella Capital, LLCCOM2K shadded | 2K | $547.4K | added |
| DIVERSIFIED MANAGEMENT INCCOM2K shadded | 2K | $536.9K | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM1.9K shadded | 1.9K | $525.6K | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1.9K shtrimmed | 1.9K | $508.9K | trimmed |
| Douglas Lane & Associates, LLCCOMMON1.8K shtrimmed | 1.8K | $495.5K | trimmed |
| Balefire, LLCCOM1.8K shtrimmed | 1.8K | $492.4K | trimmed |
| PARK NATIONAL CORP /OH/Com1.6K shadded | 1.6K | $424.1K | added |
| PROFESSIONAL ADVISORY SERVICES INCCOM1.5K shheld | 1.5K | $415K | held |
| Bank of New HampshireCOM1.3K shtrimmed | 1.3K | $361.3K | trimmed |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM1.3K shadded | 1.3K | $356.2K | added |
| Grove Bank & TrustCOM1.2K shadded | 1.2K | $333.8K | added |
| VALLEY WEALTH MANAGERS, INC.Stock1.2K shheld | 1.2K | $333.5K | held |
| Breakwater Capital GroupCOM1.1K shtrimmed | 1.1K | $304.5K | trimmed |
| Castle Rock Wealth Management, LLCCOM934 shtrimmed | 934 | $256.3K | trimmed |
| Hummer Financial Advisory Services IncCOM841 shheld | 841 | $228.6K | held |
| GK Wealth Management LLCCOM836 shadded | 836 | $227.4K | added |
| Paragon Capital Management LtdCOM744 shadded | 744 | $202.3K | added |
| Rosenberg Matthew HamiltonStock695 shadded | 695 | $188.9K | added |
| Acropolis Investment Management, LLCCOM380 sh— | 380 | $103.3K | — |
| ELEVATION WEALTH PARTNERS, LLCCOM320 shtrimmed | 320 | $87K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM311 shtrimmed | 311 | $84.5K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM196 shtrimmed | 196 | $53.3K | trimmed |
| EASTERN BANKCOM159 shheld | 159 | $43.2K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM121 shtrimmed | 121 | $32.9K | trimmed |
| Bullock Wealth Management GroupStock98 shtrimmed | 98 | $26.3K | trimmed |
| FIRST COMMUNITY TRUST NACOM61 shheld | 61 | $16.6K | held |
| Retirement Wealth Solutions LLCCOM59 shtrimmed | 59 | $16.2K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM41 shadded | 41 | $11.1K | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM40 sh— | 40 | $10.9K | — |
| Bank & Trust CoCOM39 shheld | 39 | $10.6K | held |
| Marquette Asset Management, LLCCOM37 shadded | 37 | $10.1K | added |
| TOMPKINS FINANCIAL CORPCOM34 shheld | 34 | $9.2K | held |
| TOTH FINANCIAL ADVISORY CORPCOM12 shadded | 12 | $3.3K | added |
| Davis Capital ManagementStock8 shadded | 8 | $2.2K | added |
| Investors Research CorpCOM8 shheld | 8 | $2.2K | held |
| Pacifica Partners Inc.COM7 shheld | 7 | $1.9K | held |
| Trust CoStock2 shheld | 2 | $544 | held |